The Ultimate Farm Advisory Framework: Planning & Budgeting
Featuring insights from renowned Farm CPA, Paul Neiffer.

Master a proven approach to farm financial planning and budgeting that leading advisors use to deliver high-value insights at scale. In this short video series, you’ll learn how to help your ag clients plan with clarity, grow with confidence, and strengthen your firm’s advisory offering.

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PART 1:
Why Farm Planning and Budgeting is a Non-Negotiable
3m 14s

PART 2:
How Advisors Can Play a Pivotal Role in Farm Planning
1m 52s

PART 3:
Commons Barriers to Budgeting and the Opportunity for Advisors
4m 46s

PART 4:
How Not Supporting Clients with Planning Can Impact Your Firm
2m 34s

PART 5:
A Framework to Deliver Planning & Budgeting at Scale
2m 02s

PART 6:
Basic Budgeting: Getting the Essentials in Place (Level 1)
3m 22s

PART 7:
Demo: Basic Budgeting in Action (Level 1)
5m 03s

PART 8:
Intermediate Planning: Layer in Production Data (Level 2)
2m 01s

PART 9:
Demo: Intermediate Planning in Action (Level 2)
3m 19s

PART 10:
Detailed Forecasting: Long-term Planning & Strategic Support (Level 3)
3m 17s

PART 11:
Demo: Detailed Forecasting in Action (Level 3)
4m 10s

PART 12:
What's Shaping the Future of Farm Advisory?
2m 29s

In this free series for Farm CPAs and Advisors, learn:

3 STEP FARM ADVISORY FRAMEWORK

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Enter your details to gain access to this free Farm Advisory video series; short bite-sized clips that reveal the secrets to creating and delivering high-value planning and budgeting services for your agriculture clients.

HOW-TO ADVISORY SERIES

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Why the ability to look ahead with confidence can be the difference between your clients making it through a tough season — or falling behind.
How to move clients from reactive tax work to proactive planning, guiding better decisions and building resilience — just like top-performing firms.

The real reasons planning is often overlooked by farmers and advisors alike, the hidden costs this creates, and what you can do to lead the change.
A proven 3-level framework to deliver the right planning and budgeting services to the right clients — efficiently, consistently, and at scale.

PART 1:
Ag CAS: a 300% revenue growth opportunity

PART 2:
A specialist industry requires specialist tools

PART 3:
Identify and segment your client base

PART 4:
Understand your firm's priority for CAS

PART 5:
Connect ag-specialist tools to QuickBooks

PART 6:
How to Establish Client Advisory Services for Ag

PART 7:
How to Scale Client Advisory Services for Ag

PART 8:
How to Optimize Client Advisory Services for Ag

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The advisory opportunity for accountants is significant

327%

Accountants have seen a revenue increase of up to 327% when they incorporate planning services into their agribusiness service offerings.

260%

Studies show a 260% increase in client value perception as they begin to see their accountant as a trusted advisor, rather than a tax service provider.

82%

of accountants leaving the industry have more than 6 years experience. Advisory services create opportunities for more meaningful and impactful work, allowing firms to attract & retain talent.

79%

Top-performing accounting firms are sourcing 79% of new advisory service revenue from their existing tax & compliance clients.

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Access these free bite-sized video clips that reveal the secrets to streamlining time-consuming farm accounting tasks and delivering more high-value advisory services at scale.

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